Hbk Cpas & Consultants jobs - 27 jobs

Loeb.nyc is seeking a passionate, organized, and dedicated individual to fill our Administrative Assistant position. This position requires a keen attention to detail in a fast paced, action-oriented startup environment. You'll be trusted with day-to-day scheduling, operational support, and special projects, gaining hands-on experience in the inner workings of startup creation and leadership. We rely on this person to facilitate daily office tasks and provide support to our C-Suite. This is a great opportunity for someone with strong organizational and communication skills who has worked in similar environments and is excited about the entrepreneurial nature of our organization. Key Responsibilities Greet guests, assist with catering, restock supplies and broadly support office and facilities operations. Manage complex, shifting calendars and coordinate meetings across multiple time zones for C-Suite executives. Schedule meetings with internal teams, investors, founders, and partners across studio ventures. Book travel and handle logistics for events, offsites, and meetings involving multiple stakeholders. Draft agendas, take clear notes, and follow up on action items. Help track key deadlines, investor follow-ups, and cross-venture initiatives. Maintain organized records and documents related to portfolio company activity. Support basic research, presentation prep, or project tracking when needed. Manage expenses, reimbursements, and some light personal admin tasks as appropriate. Communicate clearly and professionally on behalf of C-Suite Executives. Requirements 1-2 years of experience in an administrative, project coordination, or support role-experience at a startup, VC firm, or fast-paced environment is a plus. Strong organizational skills, with a high level of attention to detail. Excellent verbal and written communication skills. Ability to prioritize across multiple tasks, teams, and timelines. Discretion and professionalism in handling sensitive information. Comfortable with G Suite, Slack, Asana, Zoom, Airtable (a plus) and other project/task management tools. A self-starter mindset with curiosity about startups, investing, or entrepreneurship. Nice to Have Prior experience supporting a founder, investor, or C-level executive. Familiarity with venture capital or early-stage startups. Benefits PTO Medical, dental, vision Meal allowance and other benefits Why Join Us Be part of a lean, ambitious team building real companies from zero to one. Learn directly from experienced founders, investors, and operators. Fast-paced, no-bureaucracy environment where your impact is visible. The base salary range for this role is $25 - $28 per hour and is based on experience and qualifications. In addition, we offer a discretionary bonus and a competitive benefits package.

This year we were rated top 100 firms to work for by Inside Public Accounting and Accounting Today. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems. At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to focus on what matters to you ! Position Description We are looking for a highly effective NetSuite Support Specialist to join our NetSuite team remotely full-time. This person will utilize best practices and methodologies to respond to and resolve support requests from clients and as needed, identify and route consulting/development requests to the appropriate team members. This candidate must have very strong written and oral communication skills, be highly organized, be capable of multitasking and managing projects, and have prior help-desk experience. This candidate will need to have balanced knowledge and abilities from both a functional and technical skill set as well as be comfortable training users. Essential Duties & Responsibilities Respond to support requests within the contracted response time Track and manage open cases to resolution within ticketing system Troubleshoot issues in NetSuite and related products Experience interacting with NetSuite Support Gather client requirements and document functional specifications Perform system testing and client end user training Create / troubleshoot financial statements using NetSuite Troubleshoot and support NetSuite applications and add-ons Complete project tasks as assigned, on time and budget Strong financial / accounting background Understand inventory, distribution & manufacturing concepts Qualifications 2-4+ years working with NetSuite in a support or consulting capacity At least one (1) year working in a help-desk role SuiteFoundation Certification required NetSuite Administrator Certification required NetSuite ERP Consultant Certification preferred Demonstrated understanding and experience with basic ERP system modules including core financials, distribution and OneWorld. Manufacturing experience preferred. Thorough understanding of business processes including: Order to Cash; Procure to Pay; Fixed Assets; Record to Report SuiteBilling; Revenue Management/ARM Experience with NetSuite SuiteFlow & Advanced Approvals preferred Experience supporting NetSuite integrated applications (Banking/ACH, Avalara, Concur, BILL, RF Smart, etc.) Ability to review, understand, analyze middleware integration logs (i.e. Celigo, Boomi, etc.) Ability to define, create and complete project deliverables with minimal guidance Ability to independently manage individual time and tasks Ability to quickly adapt to new requirements and changing situations Ability to create and complete documentation Exhibits professionalism at all times Excellent written and verbal communication Education Bachelor's degree in computer science, engineering, MIS, Accounting or equivalent preferred NetSuite certifications listed in qualifications About Citrin Cooperman: Citrin Cooperman is one of the nation's largest professional services firms. Since 1979, the firm has steadily built their business by helping companies and high net worth individuals find practical, actionable solutions to help them meet their short-term needs and long-term objectives. Citrin Cooperman clients span an array of industry and business sectors and leverage a complete menu of service offerings. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC, which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA's Code of Professional Conduct and applicable law, regulations, and professional standards. The entities include more than 450 partners and 2,500 total professionals. Learn more about Citrin Cooperman here: *********************** CC Disclaimer: "Citrin Cooperman" is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients' business needs. The two firms operate as separate legal entities in an alternative practice structure. The entities of Citrin Cooperman & Company, LLP and Citrin Cooperman Advisors LLC are independent member firms of the Moore North America, Inc. (MNA) Association, which is itself a regional member of Moore Global Network Limited (MGNL). All the firms associated with MNA are independently owned and managed entities. Their membership in, or association with, MNA should not be construed as constituting or implying any partnership between them.

Are you curious about what a career at a top 20 accounting firm looks like? Join us for Citrin Cooperman's Future Leaders Program , a one-day immersive program designed specifically for current college students who are pursuing the accounting profession. This experience will give you a firsthand look at the dynamic world of public accounting, introduce you to professionals across our Audit, Tax & Advisory practices, and help you explore the many career paths available within our firm. At Citrin Cooperman, we are committed to helping you focus on what matters to you, and the Future Leaders Program gives you the opportunity to immerse yourself in who we are, what we do, and why we love doing it! Hosted across several of Citrin Cooperman's offices in June 2026, the Future Leaders Program is geared towards students who are current freshman or sophomores in college who are working towards an Accounting Degree or a related business program. During our day-long program, you will get the chance to: Learn everything about our firm history and company culture here at Citrin Cooperman Learn about the industries we work within and the types of clients we service Get a firsthand glimpse into the work life of our Associates across various departments Network with professionals of all levels and your peers from other college campuses Explore ways to build a purposeful and successful career through our exclusive internships and full-time opportunities Qualifications Currently enrolled as an undergraduate student at an accredited college or university Pursuing a degree in Accounting or another related business degree Strong interest in exploring a career in public accounting Excellent communication and interpersonal skills Eager to learn, ask questions, and engage with professionals Able to commit to attending the full one-day program US work authorization

At Prager Metis, we are people of integrity. We commit to the highest standards of excellence: in our competence, professionalism, and our client service. We believe this leads to the achievement of personal, team, and organizational goals. We leverage our unique talents and work in partnership with a team of accomplished professionals. Our environment is flexible, transparent, and diverse. Partners & Managers are engaged in mentoring, leading by example, and collaboration to support our career path choices. At Prager Metis, we are part of something bigger. For more information on Prager Metis's philanthropy. In January of 2022, Prager Metis became the first CPA firm to set up shop in the Metaverse. Qualified individuals will have the opportunity to join our employee friendly corporate culture, which offers excellent career growth opportunities and mobility. Prager Metis offers: Flexible work arrangements (Remote/WFH/Hybrid on select roles) Competitive base salaries Paid time off, Sick Time, & Holidays Medical, Dental, and Vision Insurance Flex Spending Options: HRA, FSA, and/or HSA Access to Employee Wellness Programs Summer Flexible Schedule Employer contribution to 401(k) plan CPA licensure support & Incentives as well as other applicable certifications and licenses Make a Difference: Volunteer opportunities with charity partner organizations Follow Prager Metis CPAs on Social Media: LinkedIn Twitter Instagram Facebook YouTube Responsibilities **Staffing Agencies: this role is not currently accepting agency submissions, please do not send unsolicited resumes or candidates** The L&D Associate will be responsible for overseeing all aspects of continuing professional education tracking, reporting and compliance across multiple jurisdictions. This role will also assist in coordinating internal learning programs and supporting the broader L&D function. Please note this role is 100% remote/WFH eligible with some travel (up to 5%). U.S. based candidates only. This role requires experience with LCVista and CPA & CPA licensure and requirements. Coordinate technical and professional development training programs by managing participants, facilitators, program schedule and logistical requirements Ensure CPE compliance for internal training course programs Administration and upkeep of LMS system (LCvista) and other learning tools and content libraries This includes tasks such as entering and updating program and session records, assigning training, tracking attendance, creating reports, editing and uploading recordings Understand various state CPA, AICPA, IRS Enrolled Agent continuing education requirements and NASBA guidelines Track jurisdictional CPE compliance and completion of learning plans and other assigned training Coordinate all license and membership renewals Manage training calendar, department's email inbox, and L&D files and documentation; address learner inquiries Foster vendor relationships through clear communications and regular follow-ups Provide onsite conference and classroom training support, as needed Assist the Learning & Development department with various projects, as needed Qualifications Minimum Education Requirement- Bachelor's Degree LMS Administration using LCvista is a must Familiarity with CPA licensure and CPE requirements across multiple jurisdictions At least two years of experience assisting in business training, professional development, research and workshops Additional Skills: Strong interpersonal skills and ability to effectively collaborate with colleagues at all levels and in all departments globally Strong written and verbal communication skills; willingness to public speak Strong project management skills and strong attention to detail Highly organized with the ability to handle multiple priorities and complete tasks/projects in accordance with stated deadlines Self-starter with a proactive approach to resolving problems and issues The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of essential functions, responsibilities, or requirements. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Prager Metis CPAs is an equal opportunity employer. All applicants will be considered without regard age, race, color, sex, gender, pregnancy, gender identity or expression, religion, creed, national origin, marital status, ancestry, citizenship, military status, veteran status, employment status, sexual orientation, physical or mental disability, genetic predisposition or carrier status, domestic victim status, caregiver status or any other characteristic protected by law. Prager Metis also makes reasonable accommodations for qualified individuals with disabilities, in accordance with Americans With Disabilities Act and applicable state laws.

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring a problem-solving mindset, fresh perspectives, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you! We are hiring an Associate, M&A Integration to join our Integration team within the Corporate Development department. This position is based at our NYC headquarters. Responsibilities are, but not limited to: Analyze the finances of personnel changes for target M&A transactions. Analyze the impact of benefit changes from selling company to acquiring company, as well as provide recommendations to the Corporate Development team and HR. Maintain accurate and organized records to be communicated and distributed to the relevant functions throughout the M&A lifestyle. Work cross functionally during preliminary diligence, confirmatory diligence, and integration of each transaction. Produce full scope budgeting on strategic laterals, small scope acquisitions, and acqui-hires. Qualifications Bachelor's degree in Accounting, Business Administration, or related field 2-3 years of experience in middle markets, servicing in an accounting firm Possess strong organizational, communication, and collaboration skills Have experience working with financial statements and performing data analysis Possess high attention to detail and confidentiality Willing and able to work in-person at the NYC office 4+ days per week (required) Professional experience and EBP (employee benefit plan) attest (preferred) Experience in transaction advisory services and/or valuation advisory services (preferred)

Citrin Cooperman is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 2,400 employees in 21 U.S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according to Vault.com. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems. At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to focus on what matters to you ! We are looking for a Transaction Advisory Services (TAS) Director to join our Advisory Department. As a TAS Director, you will be responsible for providing excellent client service. Our firm provides excellent compensation, benefits, wellness initiatives, and a strong career path for high performing professionals. Responsibilities: Conduct buy-side and sell-side financial due diligence on behalf of private equity clients and corporate acquirers/sellers Plan, manage, and lead multiple due diligence engagements and service teams Act as primary client contact for the duration of the due diligence process Conduct on-site and/or phone interviews with C-level personnel at acquisition targets Analyze historical financial and operating results of target companies, explain business trends, and identify risks Prepare due diligence reports and presentations to clients which compile analyses and highlight key findings and recommendations Train, develop, and mentor lower-level staff Apply TAS Best Practices to ensure consistent quality of service and work product and actively participate in the development of the group's Best Practices Generate new business opportunities for the group and the firm Develop proposals, including budgets and scope of work, and present proposals to prospective clients Qualifications: Bachelor's degree in Accounting, Business Administration, Economics, Finance or equivalent CPA preferred Minimum of 6 years of audit, accounting, and financial due diligence experience required Prior experience dealing with lower middle market companies ( Solid working knowledge of US GAAP Highly proficient in Microsoft Word, Excel, and PowerPoint Excellent verbal and written communication skills, specifically business writing aptitude Strong critical thinking skills with the ability to solve unstructured problems Excellent project management and organizational skills Ability to multi-task and manage multiple engagements at once Strong relationship building and networking abilities Dedication to the firm's Core Values Intellectual curiosity with the desire to continue to develop professionally What we offer: Competitive Base Salary and annual performance-based bonuses Medical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiatives Employer contribution to Life Insurance, and 401(k) plan Generous Paid Time off, including Fall Wind Down Fridays and Employee Sabbatical opportunity (Ask us about it!) Customized learning and development opportunities and continuing professional education both in-house and virtually Hybrid, flex, and remote work opportunities available Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution About Citrin Cooperman: Citrin Cooperman is one of the nation's largest professional services firms. Since 1979, the firm has steadily built their business by helping companies and high net worth individuals find practical, actionable solutions to help them meet their short-term needs and long-term objectives. Citrin Cooperman clients span an array of industry and business sectors and leverage a complete menu of service offerings. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC, which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA's Code of Professional Conduct and applicable law, regulations, and professional standards. The entities include more than 450 partners and 2,500 total professionals. Learn more about Citrin Cooperman here: *********************** CC Disclaimer: "Citrin Cooperman" is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients' business needs. The two firms operate as separate legal entities in an alternative practice structure. The entities of Citrin Cooperman & Company, LLP and Citrin Cooperman Advisors LLC are independent member firms of the Moore North America, Inc. (MNA) Association, which is itself a regional member of Moore Global Network Limited (MGNL). All the firms associated with MNA are independently owned and managed entities. Their membership in, or association with, MNA should not be construed as constituting or implying any partnership between them. For positions in New York City & California, the salary range is $150,000 -- $260,000. Actual compensation within that range will be dependent upon the individual's skills, experience, qualifications, and applicable laws.

This year we were rated top 100 firms to work for by Inside Public Accounting and Accounting Today. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems. At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to focus on what matters to you ! We are looking for an Audit Manager to join our firm's Union/Multi-Employer Plan Group in our Woodbury office. As an Audit Manager, you will be responsible for providing excellent client service. Our firm provides excellent compensation, benefits, wellness initiatives, and a strong career path for high performing professionals. NOTE: This is a hybrid or remote position. Responsibilities: • Plan, supervise and effectively manage all aspects of attest and non-attest engagements, including filing deadlines • Review client internal controls and accounting systems • Client planning and financial projections • Advise clients on accounting and tax issues • Review of various Forms, including 5500, 990, 720, 945 and LM series • Develop, maintain and manage client relationships • Attend and present at board meetings, as needed Qualifications: • CPA with 8-10 years relevant public accounting experience • Union and Multi-Employer plan experience required • Strong audit and accounting background with the ability to review client books and records • Technical knowledge and expertise with Pro FX Engagement or similar programs • Highly motivated self-starter with ability to multi-task and thrive in a dynamic Team environment • Possess leadership, problem solving and analytical skills • Effectively communicate with partners, staff and clients • Willing to travel to client locations in the NY metropolitan area What we offer: Competitive Base Salary and annual performance-based bonuses Medical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiatives Employer contribution to Life Insurance, and 401(k) plan Generous Paid Time off, including Fall Wind Down Fridays and Employee Sabbatical opportunity (Ask us about it!) Customized learning and development opportunities and continuing professional education both in-house and virtually Hybrid, flex, and remote work opportunities available Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution About Citrin Cooperman: Citrin Cooperman is one of the nation's largest professional services firms. Since 1979, the firm has steadily built their business by helping companies and high net worth individuals find practical, actionable solutions to help them meet their short-term needs and long-term objectives. Citrin Cooperman clients span an array of industry and business sectors and leverage a complete menu of service offerings. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC, which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA's Code of Professional Conduct and applicable law, regulations, and professional standards. The entities include more than 450 partners and 2,500 total professionals. Learn more about Citrin Cooperman here: *********************** CC Disclaimer: "Citrin Cooperman" is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients' business needs. The two firms operate as separate legal entities in an alternative practice structure. The entities of Citrin Cooperman & Company, LLP and Citrin Cooperman Advisors LLC are independent member firms of the Moore North America, Inc. (MNA) Association, which is itself a regional member of Moore Global Network Limited (MGNL). All the firms associated with MNA are independently owned and managed entities. Their membership in, or association with, MNA should not be construed as constituting or implying any partnership between them. For positions in New York City, the salary range is $130,000 -- $220,000. Actual compensation within that range will be dependent upon the individual's skills, experience, qualifications, and applicable laws.

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you! We are seeking a Staff in the Commercial Tax Services (CTS) Department. As a CTS Staff, you will be responsible for: Prepares federal and state tax returns, extensions, and quarterly projections for various clients (C-Corp, S-Corp, Partnership, Individual) Organizing tax information and assisting with tax notices and examinations Assisting with tax audits, perform light research projects and monitor and review financial information Communicate with Senior and/or Manager on work status and client issues that arise. Collaborating with other tax professionals within the firm to knowledge share and ensure deliverables are completed with quality and professional excellence. Participating in training programs and professional development activities to enhance technical knowledge and develop industry-specific expertise. Qualifications Bachelor's degree required; master's in taxation preferred Minimum of 2 years of experience in public accounting Possess general knowledge of federal and state tax laws - corporate, individual, trust, gifts, and partnership taxation CPA eligibility preferred Be able to apply basic accounting principles to engagements Have excellent written and verbal communication skills Be highly motivated and able to work individually and in a team setting Have outstanding analytical, organizational and project management skills Have the ability to multi-task Knowledge of CCH Axcess, Sureprep, XCM and Caseware is a plus

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you! We are looking for a Manager to join our Business Management and Family Office practice within the Advisory Department. As a Manager, you will be responsible for: Responsibilities: Generate and identify opportunities for new business; regularly involved with practice development, networking and other market-facing activities. Maintain active communication with clients to manage expectations, ensure satisfaction and lead change efforts effectively. Contribute to a strong client relationship through positive interactions and consulting with client personnel and client. Negotiate the purchase, financing, and monitoring of major assets. Multi-jurisdictional planning in accordance with SALT and International tax groups. Ensure staffing & coverage needs are met as needed. Identify and act as co-lead with Partner for client onboarding. Manage & mentor with team. Final review bonus payrolls to officers from loan out entities. Manage planning and execution of multiple engagement(s)/client(s). Recognize income, gift, estate tax issues that arise in conjunction with clients' matters. Understand and manage firm risk on engagement(s) and proposals within budgetary and time constraints. Investment analysis & life planning. Qualifications 9-14 years of experience in the business management or family office industry; or 6-9 years of experience in the business management and/or family office industry & Bachelor's Degree (Accounting, Business Administration, Economics or related field) Prior wealth management & estate planning experience Active CPA, EA, CFP or PFS preferred but not required Technical Skills focused on quality Business acuity focused on the firm and our clients Leadership focused on talent Entrepreneurial innovation focused on advancing the firm and the profession Interpersonal Skills focused on the Team Advanced external communication skills and regularly client-facing

At Prager Metis, we are people of integrity. We commit to the highest standards of excellence: in our competence, professionalism, and our client service. We believe this leads to the achievement of personal, team, and organizational goals. We leverage our unique talents and work in partnership with a team of accomplished professionals. Our environment is flexible, transparent, and diverse. Partners & Managers are engaged in mentoring, leading by example, and collaboration to support our career path choices. At Prager Metis, we are part of something bigger. For more information on Prager Metis's philanthropy. In January of 2022, Prager Metis became the first CPA firm to set up shop in the Metaverse. Qualified individuals will have the opportunity to join our employee friendly corporate culture, which offers excellent career growth opportunities and mobility. Prager Metis offers: Flexible work arrangements (Remote/WFH/Hybrid on select roles) Competitive base salaries Paid time off, Sick Time, & Holidays Medical, Dental, and Vision Insurance Flex Spending Options: HRA, FSA, and/or HSA Access to Employee Wellness Programs Summer Flexible Schedule Employer contribution to 401(k) plan CPA licensure support & Incentives as well as other applicable certifications and licenses Make a Difference: Volunteer opportunities with charity partner organizations Follow Prager Metis CPAs on Social Media: LinkedIn Twitter Instagram Facebook YouTube Internship Details: Focus Area: Tax compliance, preparation & completion Location(s): All U.S. based offices Paid/Hourly Internship will start on or around Tuesday, January 14th and will end on or around Friday, April 18th 2025 20-29 hours per week (average is 25 hours per week) Flexible work hours- we work with your school schedule ** Remote Internships are not currently available; this position requires in-office presence ** Mentorship opportunities with Firm's Partners, Managing Partners & Executive Leadership Team Company sponsored webinars & access to Company's Learning Management System for ongoing professional development & training Eligible interns meeting the minimum education requirements for FT Associate level will be considered for FT Associate opportunities Tax Season Interns are eligible for Summer 2025 ongoing Internship opportunities Tax Season Interns are welcome to join our Assurance teams to gain additional experience and exposure CPA Program eligibility Access to Company sponsored CPA Programs & Resources to assist those who are eligible or who will become eligible for CPA exam Equipment will be provided Responsibilities **Candidates must be local to and must be able to commute to our Woodbury, NY office; this internship requires a hybrid work schedule** 20-25 hours per week and work schedules will be based off current school schedule Support in tax compliance preparation and completion Support in preparing/reviewing corporate tax calculations that are accurate and comply with all legal requirements Become knowledgeable about all the computer software used in the tax department Gain an understanding of Firm policies, procedures, and professional standards through observation, inquiry, and adherence to them Demonstrate positive attitude towards Firm and profession Develop initiative, interpersonal skills, and practical application of technical knowledge Performance of other related duties assigned by immediate supervisor and other Firm management as required Confidentiality of Firm and client information is critical Software & Technology Used: CCH Axcess Wolters Kluwer CCH Accounting Research Manager ProStaff Thomson Reuters CheckPoint Research & Learning LC Vista Quantum QuickBooks Thomson Reuters Confirmation Skillsoft DocuSign Power BI ADP Microsoft Office Suite DUO Central Bizman SharePoint Qualifications Intern candidates must meet the following criteria for eligibility: Currently enrolled at an accredited university working toward a degree in Accounting A strong interest in beginning a career in public accounting upon receiving your undergraduate degree Able to work part-time, for a minimum of 20 hours per week from January to mid-April (tax deadline) Desire to work closely with engagement teams to provide exceptional service to clients Good analytical skills and enjoy working with numbers Strong organizational, time management skills and effective communication skills Self-motivated with a high level of initiative Enthusiastic, demonstrate “can do” and “team working” attitude with an ability to learn quickly The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of essential functions, responsibilities, or requirements. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Prager Metis CPAs is an equal opportunity employer. All applicants will be considered without regard age, race, color, sex, gender, pregnancy, gender identity or expression, religion, creed, national origin, marital status, ancestry, citizenship, military status, veteran status, employment status, sexual orientation, physical or mental disability, genetic predisposition or carrier status, domestic victim status, caregiver status or any other characteristic protected by law. Prager Metis also makes reasonable accommodations for qualified individuals with disabilities, in accordance with Americans With Disabilities Act and applicable state laws.

Open to candidates across the US; preference for hybrid candidates in proximity to one of our 30+ US offices Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you! We are looking for a Resource Manager to join our growing Resource Management team with a focus on Audit & Attest resource allocation. As a Resource Manager, you will be responsible for: Responsibilities: Collaborate with service line leaders and project managers to allocate resources based on project needs, staff skills, and availability. Continuously monitor resource needs and make adjustments to balance workload and ensure efficiency. Work closely with recruiting and HR teams to ensure that staffing aligns with business growth and seasonal demands. Support the onboarding and integration of new hires and assist in identifying resource gaps. Use data analytics and resource management tools to forecast needs, identify trends, and make informed staffing recommendations. Regularly report on resource utilization, workload distribution, and forecasted needs. Support project leaders by providing updates on resource availability and collaborating to align project timelines with staffing capacity. Monitor project progress to preemptively address potential conflicts or bottlenecks. Partner with HR and team leaders to review staff performance, career development needs, and assignment preferences. Facilitate development opportunities by aligning individuals with projects that support their professional growth. Maintain open communication with leadership, team members, and other stakeholders regarding resource availability, staffing issues, and workload balancing. Qualifications Bachelor's degree in Business, Human Resources, Accounting, or related field. 5-7+ of experience in resource management, workforce planning, or project coordination in a professional services or accounting firm. Strong preference for prior external audit resource management experience. Prior experience working for an accounting or other professional services firm. Strong analytical skills with proficiency in Microsoft Excel, Power BI, or other resource management tools. Excellent communication and interpersonal skills. Ability to prioritize, work in a fast-paced environment, and manage multiple stakeholders. Proactive problem-solver with the ability to manage competing priorities. Collaborative and adaptable team player with a focus on continuous improvement.

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you! We are looking for a Senior to join our Audit Department in New York City. As an Audit Senior you will be responsible for: Responsibilities: Conduct audit, review, and compilation procedures including testing of controls, substantive testing, and analytical procedures, to evaluate the accuracy and completeness of financial information. Coordinate day-to-day duties, including planning, fieldwork, and wrap-up, ensuring seamless execution. Demonstrate a deep understanding of U.S. generally accepted accounting principles (U.S. GAAP) and generally accepted auditing standards (GAAS). Lead and manage audit engagements from planning to completion, ensuring adherence to timelines, budgets, and quality standards. Mentor, train, and supervise staff. Effectively communicate and cultivate collaborative and professional relationships with peers, supervisors, and clients through positive interactions and responsiveness. Stay abreast of industry developments, regulatory changes, and emerging trends in auditing practices. Participate in professional development activities to enhance technical skills and knowledge. Qualifications: Bachelor's degree in Accounting or related field. CPA or obtain 150 credit hours for CPA eligibility. Minimum 2 years of experience with a public accounting firm required. Excellent verbal and written communication skills, with a focus on client responsiveness. Strong organizational and multitasking abilities. Demonstrated teamwork and leadership skills. Ability to excel both independently and collaboratively. Detail-oriented with a commitment to accuracy and quality. Outstanding analytical, organizational, and project management skills. Proficient in Microsoft Office Applications. Knowledge of Caseware/Caseview is a plus. What we offer: Competitive Base Salary and annual performance-based bonuses Medical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiatives Employer contribution to Life Insurance, and 401(k) plan Generous Paid Time off, including Fall Wind Down Fridays Customized learning and development opportunities and continuing professional education both in-house and virtually Hybrid, flex, and remote work opportunities available Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution About Citrin Cooperman Citrin Cooperman is one of the nation's largest professional services firms. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA's Code of Professional Conduct and applicable laws, regulations, and professional standards. Clients are in all business sectors and leverage a complete menu of service offerings. The entities include more than 300 partners and over 1,500 employees across the U.S. This will further cement our mission to be the go-to regional and national professional services firm of choice that middle-market clients can depend on for the core assurance, tax, and strategic business consulting and advisory services that will bring value, enhancing their business and personal aspirations. For more information, please visit citrincooperman.com and be sure to follow us on LinkedIn, Twitter, Facebook, Instagram, and YouTube. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, disability, protected veteran status, or any other characteristic protected by law. For positions in New York City, the salary range: $90,000 - $115,000. Actual compensation within that range will be dependent upon the individual's skills, experience, qualifications, and applicable laws.

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you! We are looking for a Director of Procurement to join our Firm Operations team. The initial commodity categories this role focuses on will be IT and facilities expertise. This role involves acquiring IT equipment, software, and facilities services, ensuring quality, cost-efficiency, and timely delivery. This role involves collaborating with departments, negotiating with suppliers, and maintaining vendor relationships. Additionally, this role will evolve to expand procurement to other areas of Citrin Cooperman to create a center of excellence for the procurement function. As the Director of Procurement, you will be responsible for: Developing and implementing procurement strategies for IT equipment, software, and facilities services. Conducting market research to identify potential suppliers and evaluate their capabilities. Negotiating contracts and agreements with suppliers to secure the best terms and conditions. Overseeing the procurement process from requisition to delivery, ensuring timely and accurate fulfillment of orders. Monitoring supplier performance and maintaining strong relationships with key vendors. Collaborating with IT and facilities departments to understand their procurement needs and provide effective solutions. Ensuring compliance with company policies and procedures, as well as relevant regulations and standards. Preparing and presenting reports on procurement activities, including cost savings and supplier performance. Identifying and implementing process improvements to enhance the efficiency and effectiveness of the procurement function. Building and developing the procurement team, providing guidance, training, and support to ensure high performance and professional growth. Establishing and expanding the procurement function across other areas of the business, aligning with the company's strategic goals and objectives. Qualifications Master's degree or bachelor's degree in business administration, supply chain management, or a related field. At least 10 years of experience in procurement (focus on IT and facilities processes preferred). Strong knowledge of procurement principles, practices, and techniques. Excellent negotiation and contract management skills. Proficient in using procurement software and tools. Strong analytical and problem-solving skills. Excellent communication and interpersonal skills. Ability to work independently and as part of a team. Strong organizational and time management skills. Proven success in a high growth organization Professional certification in procurement (e.g., CPSM, CPIM) is highly desirable. Knowledge of current trends and developments in IT and facilities management.

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you! We are looking for a Staff to join our Audit Department. As an Audit Staff, you will be responsible for: Familiar with accounting and reporting standards, with a willingness to learn and grow. Offer proactive assistance and support to Senior Professionals. Conduct audit, review, and compilation procedures including testing of controls, substantive testing, and analytical procedures, to evaluate the accuracy and completeness of financial information. Effectively communicate and cultivate collaborative and professional relationships with peers, supervisors, and clients. Stay abreast of industry developments, regulatory changes, and emerging trends in auditing practices. Participate in professional development activities to enhance technical skills and knowledge. Qualifications Bachelor's degree in Accounting or related field. Minimum GPA of 3.0 from an accredited college or university. CPA or obtain 150 credit hours for CPA eligibility. Excellent verbal and written communication skills, with a focus on client responsiveness. Strong organizational and multitasking abilities. Demonstrated teamwork and leadership skills. Ability to excel both independently and collaboratively. Approach projects with a sense of urgency. Outstanding analytical, organizational, and project management skills. Proficient in Microsoft Office Applications. Knowledge of Caseware/Caseview is a plus.

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring a problem-solving mindset, fresh perspectives, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you! We are seeking an Administrative Assistant to join our Administrative Support team. They're responsible for assisting in all aspects of office conditions, ensuring workflow, fostering the CC culture, and providing operational support for the Office Manager (OM) and Regional Office Director (OD). Responsibilities: Manage reception area operations. Assist the OM with arranging client or in-house meetings for Partners and staff, managing hoteling spaces, communicating event details, ordering meals, coordinating office events, and setting up/breaking down conference rooms. Assist with new client onboarding procedures. Assist in client data updates by assisting with and maintaining Dynamics and STAR Practice Management databases. Handle incoming mail by opening, scanning, and distributing it, as well as prepare outgoing mail with familiarity of various delivery methods including but not limited to US mail, international mail, UPS, FedEx, and certified mail. Assist in the preparation, delivery, and filing of engagement letters. Monitor and manage pooled administration mailboxes. Maintain clean and welcoming general office conditions for guests and team members. Communicate common office inventory usage and replenishment needs to the OM. Assist with ad-hoc projects (as needed). Qualifications Have 1-3 years of administrative experience (professional services environment preferred). Be tech-savvy with proficiency in Microsoft Office and expertise in Excel functions including but not limited to tables, formulas, and formatting. Possess strong organizational skills, including but not limited to verbal and written communication skills. Be a team player with the ability to multi-task and pay strong attention to detail. Have the capacity to work overtime (as needed). In-office requirement based on specific office location.

At Prager Metis, we are people of integrity. We commit to the highest standards of excellence: in our competence, professionalism, and our client service. We believe this leads to the achievement of personal, team, and organizational goals. We leverage our unique talents and work in partnership with a team of accomplished professionals. Our environment is flexible, transparent, and diverse. Partners & Managers are engaged in mentoring, leading by example, and collaboration to support our career path choices. At Prager Metis, we are part of something bigger. For more information on Prager Metis's philanthropy. In January of 2022, Prager Metis became the first CPA firm to set up shop in the Metaverse. Qualified individuals will have the opportunity to join our employee friendly corporate culture, which offers excellent career growth opportunities and mobility. Prager Metis offers: Flexible work arrangements (Remote/WFH/Hybrid on select roles) Competitive base salaries Paid time off, Sick Time, & Holidays Medical, Dental, and Vision Insurance Flex Spending Options: HRA, FSA, and/or HSA Access to Employee Wellness Programs Summer Flexible Schedule Employer contribution to 401(k) plan CPA licensure support & Incentives as well as other applicable certifications and licenses Make a Difference: Volunteer opportunities with charity partner organizations Follow Prager Metis CPAs on Social Media: LinkedIn Twitter Instagram Facebook YouTube Responsibilities Assist in the preparation of tax returns, extensions, quarterly estimated tax payments Assist with creating and requesting checks and mailing federal and state estimated tax vouchers Preparation of household employer payroll tax filings Process electronic filing of tax returns Maintain tax refunds ledger Gain/Loss review and comparison Maintain tax database for tracking of all client deadlines and filings Tax reporting system data maintenance Printing, collation and mailing of tax returns to clients Scanning/organizing electronic tax docs Printing and mailing notices to the IRS and State agencies Qualifications Minimum Education Requirement- Bachelor's Degree with major in Accounting Master's Degree highly preferred Must be able to meet 150 credit requirement for CPA eligibility Knowledge of or previous experience working with ProSystem Tax or OneSource Trust Tax is a plus The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of essential functions, responsibilities, or requirements. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Prager Metis CPAs is an equal opportunity employer. All applicants will be considered without regard age, race, color, sex, gender, pregnancy, gender identity or expression, religion, creed, national origin, marital status, ancestry, citizenship, military status, veteran status, employment status, sexual orientation, physical or mental disability, genetic predisposition or carrier status, domestic victim status, caregiver status or any other characteristic protected by law. Prager Metis also makes reasonable accommodations for qualified individuals with disabilities, in accordance with Americans With Disabilities Act and applicable state laws.

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you! We are looking for an Senior Accountant to join our Business Management and Family Office practice within the Advisory Department. As a Senior Accountant, you will be responsible for: Responsibilities: Generate and identify opportunities for new business. Be involved in practice development, networking, etc. Ensure overall responsiveness to client requests and sustain client relationships as a close associate to the Partner(s) and Director. Point person on asset acquisitions and dispositions, client loans, cooperative applications, etc. Research and coordinate with other departments to mitigate risk and maximize tax planning process. Provide guidance on the client's insurance plan (includes homeowners, personal liability, auto, etc.; business, if applicable, life, long term care, disability). Plan and manage workloads for all levels of Account Managers. Facilitate client onboarding process with support from Director. Provide guidance on year-end payroll including bonus payrolls to officers from loan out entities. Develop working knowledge of retirement plans, gift and estate planning concepts. Be responsible for understanding the Client's organization and structure, knowing the product/services and keeping abreast of Client news and changes. Begin to get involved with client billing, collections, profitability (realization). Prepare loan applications. Preparation of more complex investment analysis reports and understand the underlying asset classes. Prepare budgets and analysis on regular basis. Provide year-end closing entries as needed. Review of General Ledger, Cash Flow, Trial Balance on a regular basis. Tracks residual, profit participant and fee income payments. Anticipate and address client concerns and escalating problems proactively and as they arise. Qualifications 7-11 years of experience in the business management or family office industry; or 3-5 years of experience in business management or family office industry & Bachelor's Degree (Accounting, Business Administration, Economics) Active CPA, EA, CFP and/or PFS a plus Strong technical skills focused on quality Business acuity focused on the firm and our clients Leadership skills focused on talent Entrepreneurial innovated mindset focused on advancing the firm and the profession Strong interpersonal skills focused on the team Prior experience with complex tax return preparation/review & advanced understanding of tax guidelines Prior experience preparing & analyzing budgets & financial forecasts Advanced internal communication skills

This year we were rated top 100 firms to work for by Inside Public Accounting and Accounting Today. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems. At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to focus on what matters to you! We are looking for a Tax Manager to join our Woodbury office. As a Tax Manager, you will be responsible for providing excellent client service. Our firm provides excellent compensation, benefits, wellness initiatives, and a strong career path for high performing professionals. NOTE: This is a hybrid position. Responsibilities: Review tax projections, tax workpapers and tax returns Possess strong corporate tax knowledge and experience in S Corps, Partnerships, etc. Provide effective consulting, planning and compliance for your clients Oversee and manage the day to day needs of your clients and tax return process including identification and resolution of tax issues Perform tax research to resolve issues Maintain strong relationships with a highly proactive approach to serving clients Coordinates with Partner to ensure timeliness and effective communication for proper planning of project Coaching, mentoring and assisting staff so they can develop and assist in the growth of the tax practice Maintaining knowledge of new tax issues and general business trends that affect the client Qualifications: Bachelor's degree in Accounting required, Masters in Taxation is preferred, CPA preferred 7+ years of progressive public accounting experience Excellent written and verbal communication skills Capable of managing multiple client engagements A track record of building and sustaining client relationships and high quality client service Outstanding analytical, organizational and project management skills Proficient with CCH Axcess, Caseware, Quickbooks, CCH Intelliconnect, RIA Checkpoint, GoFileRoom and Microsoft Office What we offer: Competitive Base Salary and annual performance-based bonuses Medical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiatives Employer contribution to Life Insurance, and 401(k) plan Generous Paid Time off, including Fall Wind Down Fridays and Employee Sabbatical opportunity (Ask us about it!) Customized learning and development opportunities and continuing professional education both in-house and virtually Hybrid, flex, and remote work opportunities available Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution Modern, high-tech work environment [in the world-renowned Rockefeller Center] (delete for other offices) About Citrin Cooperman: Citrin Cooperman is one of the nation's largest professional services firms. Since 1979, the firm has steadily built their business by helping companies and high net worth individuals find practical, actionable solutions to help them meet their short-term needs and long-term objectives. Citrin Cooperman clients span an array of industry and business sectors and leverage a complete menu of service offerings. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC, which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA's Code of Professional Conduct and applicable law, regulations, and professional standards. The entities include more than 450 partners and 2,500 total professionals. Learn more about Citrin Cooperman here: *********************** CC Disclaimer: "Citrin Cooperman" is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients' business needs. The two firms operate as separate legal entities in an alternative practice structure. The entities of Citrin Cooperman & Company, LLP and Citrin Cooperman Advisors LLC are independent member firms of the Moore North America, Inc. (MNA) Association, which is itself a regional member of Moore Global Network Limited (MGNL). All the firms associated with MNA are independently owned and managed entities. Their membership in, or association with, MNA should not be construed as constituting or implying any partnership between them. For positions in New York, the salary range is $100,000 -- $190,000. Actual compensation within that range will be dependent upon the individual's skills, experience, qualifications, and applicable laws.

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you! We are seeking a Tax Manager for our Financial Services practice within the Tax Department. As a Tax Manager, you will be responsible for: Review tax returns, tax projections, and tax workpapers for financial services clients (e.g. private equity funds, FoF, portfolio companies/management companies, hedge funds, corporate blockers, broker-dealers) Possess strong tax knowledge and experience with complex partnerships and corporations Provide effective consulting, planning and compliance for your clients Oversee and manage the day-to-day needs of your clients and tax return process including identification and resolution of tax issues Perform tax research to resolve issues Maintain strong relationships with a highly proactive approach to serving clients Coordinates with Partner to ensure timeliness and effective communication for proper planning of project Coaching, mentoring and training staff Maintaining knowledge of new tax issues and general business trends that affect the client Qualifications Bachelor's degree in Accounting required; Masters in Taxation preferred CPA or EA preferred 7+ years of progressive public accounting experience with proven expertise in the financial services industry (e.g. private equity funds, FoF, hedge funds, corporate blockers, broker-dealers) Excellent written and verbal communication skills Capable of managing multiple client engagements A track record of building and sustaining client relationships and high quality client service Outstanding analytical, organizational and project management skills Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office